In this video, Hector Garcia, CPA, shows you the power of using Bank Rules during the transactions classification process in Bank Feeds in QuickBooks® Online, and how it can affect the data entry process.
In this article, you’ll find great resources about the proposal process for a new client. We’ll discuss why you need an onboarding strategy, and how this provides a great experience for not only your client but your team as well. You’ll learn key questions to ask your prospective client to ensure you cover all the bases in your engagement letter, but also help you evaluate your billing model (hourly vs flat fee) to ensure you are pricing your engagements profitably. Read more
Get a quick summary of the latest software enhancements to make your more productive and efficient. Read more
Make your profile stand out to potential clients with these simple tips. Read more
Customize your QuickBooks Online offering to clients with top apps at preferential pricing; find out how your peers are using these apps for their clients. Read more
Discover this 4-part module course designed to help you find and support Schedule C, self-employed SOLO business owners. Read more
Learn how to work with the new Projects tab and Progress Invoicing options. Read more
Get more done with these shortcuts; includes PDFs for PC and Mac you can download and send out. Read more
In this article, you'll learn how to do a QuickBooks Online conversion. You’ll learn how to take a client from QuickBooks Desktop to QuickBooks Online, as well as what to do when you have a client who wants to start fresh in QuickBooks Online. Read more
See what tools and strategies this Firm of the Future embraces to take their business to the next level. Read more
Learn why Stacy Kildal is a self-described poster child for the ProAdvisor program and how it changed her life. Read more
Get the latest software updates and share these features with your clients. Read more